Jacob Packet's questions to Exlservice Holdings Inc (EXLS) leadership • Q4 2024
Question
Jacob Packet requested quantification of the revenue contribution from acquisitions in Q4 2024 and the forecast for 2025. He also asked about the differing growth dynamics observed across the Insurance, Emerging, and Healthcare verticals when factoring in the analytics business.
Answer
Maurizio Nicolelli, CFO, clarified that for the full year 2024, acquisitions contributed approximately $9 million, as reported growth was 12.7% while organic growth was 12.1%. Both Nicolelli and CEO Rohit Kapoor explained that while quarterly growth rates can vary by vertical, the year-over-year growth across the verticals is fairly consistent when analytics is included, with variations between 13% and 15%.